Jennifer King, financial advisor Jacksonville FL

Jennifer King

CRD Number: 4311398
Current Firm: Paragon Wealth Strategies, LLC

Jennifer King (CRD# 4311398) is an Investment Advisor Representative working at Paragon Wealth Strategies, LLC in Jacksonville, FL and has over 14 years of experience in the finance industry. Jennifer King has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Paragon Wealth Strategies, LLC Jacksonville, FL Mar 2018 - Current 3
Bb&t Securities, LLC Saint Augustine, FL Jan 2018 - Feb 2018 < 1
Bb&t Bank Jacksonville, FL Jun 2014 - Feb 2018 3
Bbtis Charlotte, NC Jun 2014 - Feb 2018 3
Unemployed Saint Augustine, FL Jan 2014 - Jun 2014 < 1
Professional Womens Council Jacksonville, FL Jan 2013 - Jan 2014 1
Waddell & Reed, Inc. Jacksonville, FL Jul 2012 - Jan 2014 1
Various Insurance Carriers For W&r Insurance Agencies Saint Augustine, FL Jul 2012 - Jan 2014 1
Unemployed Saint Augustine, FL Feb 2012 - Jul 2012 < 1
Axa Advisors New York, NY Nov 2009 - Feb 2012 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2006
Contact Info for Jennifer G. King
Phone Number: 904-861-0093
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    468
    MILLIONS
  • Total Number of Accounts
    1,264
    ACCOUNTS
  • Average Account Value
    $370,009
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

CA, FL, GA, NC, NH, OH, TX, VA

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